Investors are concerned that Alphabet faces a fresh threat from Nvidia’s plans to help fund the AI buildout alongside major Wall Street players.

Cerebras Systems reported better-than-expected second-quarter revenue and raised its full-year guidance.

Wall Street is excited about growing backlogs at some AI infrastructure companies, but some experts caution that there’s no guarantee all those orders will be carried out.

CoreWeave is seeing strong demand for six-year-old Nvidia chips, helping justify all the current AI capex.

Tech leaders say AI will drive down costs. But slow corporate adoption and the data center build-out create inflation pressures that complicate the Fed’s job.

Super Micro Computer impressed Wall Street with its profitability trends and revenue projections, but some analysts aren’t sure that the momentum is sustainable.

The latest Consumer Price Index report helped to reinforce the patient approach adopted by many officials at the Federal Reserve about raising rates, but it has not resolved the debate altogether.

Gold prices have been volatile in 2026, but a recent rally shows renewed investor interest amid tamer inflation data and changing Fed rate expectations.

Even though Cisco's quarterly results topped estimates, they weren't good enough to satisfy Wall Street.

Investors are reacting positively to earnings results and demand signals from neocloud companies CoreWeave and Nebius.

Retail investors' access to information could take a hit at a time when they are more important than ever in financial markets.

Short interest in SpaceX fell to about 11% of the company's publicly traded shares Wednesday, down sharply from a peak of 34% last week, according to S3.